- Fidelity TalentSource LLC (Westlake, TX)
- …Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, ... phases within the program: Licensing, training, and supporting financial advisor investment product inquiriesPro-active client engagement to initiate new client… more
- Fidelity TalentSource LLC (Westlake, TX)
- …in Sales, Relationship Management, Operations, Finance , Product Management, Compliance, Finance and Corporate Legal to reach desired business goals of ... challenge existing practices.Communication and Counsel: You are a trusted advisor to business colleagues on legal and...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Westlake, TX)
- …while simultaneously working to connect the teams to users and the broader business . This role will also be responsible for assisting with broader donor solutions ... You ensure releases are of high quality and implemented seamlessly by ensuring business readiness. You are committed to developing others and yourself to ensure the… more
- Fidelity TalentSource LLC (Westlake, TX)
- …of established investment policies and guidelines.Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with ... with demonstrated ability to gain client trust.MBA or graduate degree in finance , economics, or related fieldCFA and/or CAIA, or progress towards these… more
- Edynsco (Dallas, TX)
- …expertise of managing multi-locational teams. Must have been involved in multi-sectoral business . Must have held a finance leadership position. #J-18808-Ljbffr ... is a multifaceted enterprise boasting a rich tapestry of business segments spanning agriculture, renewable energy, real estate, capital...the senior leadership team, the CFO will be an advisor to the top management & Managing Director/CEO of… more
- GSES (Dallas, TX)
- …tasks necessary to achieve the organization's mission and is a key advisor on financial and non-financial strategic issues. Provides daily leadership, management and ... treasury, investment and endowment activities. In coordination with the Director of Finance oversees the management of all cash related activities. Evaluates and/or… more
- National Association of Independent Schools (Dallas, TX)
- …tasks necessary to achieve the organization's mission and is a key advisor on financial and non-financial strategic issues.Provides daily leadership, management and ... treasury, investment and endowment activities.In coordination with the Director of Finance oversees the management of all cash related activities.Evaluates and/or… more
- Fidelity TalentSource LLC (The Woodlands, TX)
- …providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity s guidance ... virtually to help you with all aspects of your business . You will not fail due to a lack...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Houston Methodist Specialty Physician Group (Houston, TX)
- …case manager to facilitate discharge planning, seeks assistance from the physician advisor , if needed, and informs management of the possible need for issuing ... collaborates with unit leadership to implement evidence-based patient engagement strategies. FINANCE ESSENTIAL FUNCTIONSMonitors Length of Stay (LOS) for assigned… more
- MultiPlan (Irving, TX)
- …vendor management, policy management, and security awareness. Working closely with various business units (Legal, Finance , Operations) and IT stakeholders across ... for executing and maturing the program. JOB RESPONSIBILITIES:1. Serve as a trusted advisor and subject matter expert, providing IT risk management services to IT… more
- Capital One (Plano, TX)
- Plano 5 (31065), United States of America, Plano, Texas Compliance Advisor Sr. Manager - Auto Finance Capital One is looking for a Senior Manager Compliance ... Advisor to support Auto Finance in Plano....defense), to help ensure corporate initiatives and lines of business processes comply with applicable laws and regulations. While… more
- SAP (Allen, TX)
- …variety of benefit options for you to choose from. Job Posting Title:Presales Solution Advisor , SAP Intelligent Spend and Business Network Line of Business ... Advisory, we listen and get to know a customers business . We learn what needs to change and why....to a solutionwith PASSION! The Role As a Solution Advisor you will utilize SAP technology to amaze our… more
- ADP (El Paso, TX)
- …inquiries advisors bring to our attention, an effective ASR will proactively review advisor 's books of business with ADP, offering value-add features and ... and retain and grow existing relationships and win new business . A successful ASR has a goal to alleviate...Research and resolve inquires involving but not limited to advisor compensation, broker changes, payroll, finance , impounding,… more
- SAP (Plano, TX)
- …specifically for candidates early in their careers.** **Who youll become** A Solution Advisor works with our customers and prospects to help them solve business ... As a part of the sales team, a Solution Advisor is the subject matter expert responsible for the...over the world and acquire a wide variety of business , industry and SAP solution skills while working with… more
- Occidental Petroleum (Houston, TX)
- …to advance a lower-carbon world. Visit Oxy.com for more information. This SAP Finance Advisor position will be responsible for maintaining and enhancing the ... Title: Advisor IT Systems Location: United States-Texas-Houston Other Locations:...and user assistance. Work closely with OxyChem accounting and finance teams to understand business requirements and… more
- Truist (Houston, TX)
- …preferably with concentrations in personal financial planning, investment management, business administration, accounting, finance or banking or equivalent ... client service and responsiveness. Preferred Qualifications: 1. Master's degree in Finance , accounting or International Business . 2. CFP, CFA, CIMA,… more
- H&R Block (Grapevine, TX)
- **514637BR** **Title:** Block Advisor Tax Advisor **Our Company** **:** As you inspire people to make confident, informed decisions about their lives, careers, ... phone, chat, email + Prepare complete and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services +… more
- Deloitte (Houston, TX)
- …Qualifications Required: + Bachelor's degree and 3 years of relevant experience or Business degree in Finance , Accounting, Economic or related discipline and 2 ... Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing...value is in the understanding and application of engagement business and financial processes, both to individual projects and… more
- Federal Reserve Bank (Dallas, TX)
- …people and communities we serve. Location: #LI-Hybrid **The Role** **_Overview:_** The Senior Advisor to the President ( Advisor ) serves as the primary liaison ... of Dallas and external stakeholders of the Bank. The Advisor collaborates with leadership to develop engagement strategy for...and external. **You Have:** + Bachelor's degree in economics, finance , public policy or a related field is required.… more
- ExxonMobil (Spring, TX)
- …the tools and capabilities needed today, and in the future, to achieve business objectives and accelerate the discovery of new resources, technologies and products. ... qualified candidate for the position of Trading Credit Senior Advisor to be located in Houston. **What you will...Global Trading Credit team, working closely with traders, the Finance and Risk team and our global Credit organization… more
